A complete list of active advisors currently associated with Libertas Wealth Management Group, Inc.
Warmer can help you find a great advisor at Libertas Wealth Management Group, Inc. or one who fits your needs even better.
Libertas Wealth Management Group provides personalized financial planning and investment management primarily to individual and high net worth clients, non-profit foundations, and business owners, and also supports retirement plans through ERISA 3(38) services and 401(k) consulting. The firm operates as a fee-only adviser that does not sell commissioned insurance or annuity products and delivers both discretionary and non-discretionary portfolio management and financial planning. Investment decisions are driven primarily by technically‑driven model portfolios with fundamental analysis used secondarily, and client objectives are documented through investment policy statements or similar forms; clients invested in model portfolios generally cannot place restrictions on specific holdings within those models. Libertas conducts periodic account reviews (at least quarterly) and provides account statements through qualified custodians while acting as a fiduciary under applicable retirement-account rules. Several features distinguish Libertas from many peers: it manages a mid‑size asset base with two advisors serving a relatively large number of clients, sponsors and manages a wrap fee program, and provides specialized 1031 exchange consulting that evaluates Delaware Statutory Trust (DST) options using a disclosed flat‑fee structure. The firm also serves as a sub‑advisor for model portfolios to a third‑party adviser, combining model management, wrap‑program sponsorship, and niche real‑estate exchange consulting in a single small, fee‑only practice.
To learn more about the advisors currently working at Libertas Wealth Management Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Columbus, OH
| 21
| |
Columbus, OH
| 5
|
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